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25 THINGS EVERYSMALL BUSINESS SHOULD AUTOMATE
ALLUVIO
ALLUVIO
KEY STAFF
CLINT BROWN, CEO
HALEY KIESER, PROCESS ENGINEER
Alluvio’s team is full of recovering perfectionists who are obsessed with the flow of things.
ALLUVIO
Alluvio uses a systematic approach to make an organization’s workflow more effective, more efficient, and more capable of adapting to an ever-changing environment. We work with unique businesses experiencing uncommon growth challenges to achieve strategic growth.
LEADS
ALLUVIO
1. RESPOND IMMEDIATELY TO AN EMAIL REQUEST
Enters Contact Request Email SentPrewritten Template Staff assigned to Followup
ALLUVIO
2. ASSIGN INBOUND LEADS TO A SALES REP
Internal Form Alerts Sales Repto contact lead
Emails Customer 5 min. After phone call
Introduces Sales Rep.
Leaving Customer Impressed
ALLUVIO
3. ALWAYS WIN AT PHONE TAG
Make note you called“Sorry I missed you!”
“If I don’t hear from you,I will followup tomorrow.”
Reminder to followup
ALLUVIO
4. FOLLOW UP WITH NETWORKING CONNECTIONS
Enter Information
Segment Contacts
Sent Brief Follow up email
General, But Personal
ALLUVIO
5. CAPTURE LEADS BY OFFERING FREE CONTENT
Web form that requests content
Enters name and emailDeliver Content right away!
SALES
ALLUVIO
6. SET FRAMEWORK FOR YOUR SALES PIPELINE
▸ 1. New Opportunity
▸ 2. Contacting
▸ 3. Engaging
▸ 4. Qualified
ALLUVIO
7. FOCUS ON YOUR HOTTEST LEADS
▸ Rank each lead based on engagement
▸ Lead Scoring
▸ Once deemed hot, tasks begin
ALLUVIO
8. LEAD NURTURING
Segment thosewho need more time
Email Monthly
Gently push towards sale
▸ Educate
▸ Increase or Decrease frequency
▸ “Contact Us” link directed to sales rep
ALLUVIO
9. WELCOME A NEW CUSTOMER
Purchase triggers welcome series
Thank you
Intro of the companyHelpful content Feedback or Referral
E-COMMERCE
ALLUVIO
10. GENERATE REPEAT BUSINESS
Purchase 30-day SupplyAt 25 Days
“Your supply is running low.Would you like to stock up?”
Include clickable link to purchase
ALLUVIO
11. REMINDER OF ABANDONED SHOPPING CART
Item in their Shopping Cart
Don’t Purchase
Reminder Email
30-60 Minutes later
Reminder Email 2
One Week LaterGently Push towards Purchase
ALLUVIO
12. KEEP UP WITH FAILED BILLING CHARGES
Credit Card Fails or
Due to Expire
Tasked to Call Customer
Tasked 30 days before CCexpires to Call Customer
CUSTOMER SERVICE
ALLUVIO
13. EASY ASK PROCESS FOR CUSTOMERS
Every email sent include “Contact” link Assign contact to predetermined staff Notified to Call Customer
ALLUVIO
14. SEND APPOINTMENT REMINDERS
Form filled out by staff
Contact Info & Appt. Date
Email Sequence
Confirmation & remindersOption to Reschedule Assign Predetermined staff
ALLUVIO
15. CUSTOMER SATISFACTION SURVEY
Web Form Surveyafter purchase
Keep it simple - 3 Tier
Positive Assigned Predetermined Staffto follow up
Negative Thank You
Ask for them to share more
ALLUVIO
16. ASK CUSTOMERS FOR REFERRALS
Ask for Referral
Give incentive or giftEnter friend’s contact info Assign predetermined staff
to call referral
ALLUVIO
17. CLEAN YOUR EMAIL LIST
Target Inactive Subscribers “Do you want to keep receiving emails?”
Yes
Remove as Inactive
No
Stop receiving emails
ALLUVIO
18. RETRIEVE LOST PASSWORDS
Web form on website
Enter email address
Syncs with Contact record
Customer receives PW
Include link to login
ALLUVIO
19. SAY HAPPY BIRTHDAY
If not on file, send an email
Include web form to collect dateOn entered date, Email sends Make it personal
ALLUVIO
20. GAIN FOLLOWERS
▸ 1. Send invitation to check out one of your profiles
▸ 2. Add buttons at the end of every email you send out
▸ For those who aren’t on social media
▸ Have them let us know
▸ Software will know to not ask in the future
EVENTS
ALLUVIO
21. REGISTRATION PROCESS
Ticket Purchase
Or
RSVPThank you
Confirmation
Send Remindersthe closer the event gets
ALLUVIO
22. PROMOTE FACEBOOK EVENTS
OFFICE MANAGEMENT
ALLUVIO
23. MAKE ROUTINE TASKS MORE EFFICIENT
Segment as new customerAssign a task reminder
Reminder includes contact info - Save timeSend out gift
ALLUVIO
24. SEND & RECEIVE DOCUMENTS
Segment/Tag contacts When tag recognized,Sent auto email to collect Include form to upload
Submits Untag
Doesn't Reminders
ALLUVIO
25. COLLECT JOB APPLICATIONS
Contact information Confirm Contact Info Answer series of pre-interview questions
After submission,Tasked to review & schedule
QUESTIONS